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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,249 | $127,386+43.1% | $115,037+58.4% | $125,393+45.3% |
| Participation rate | 20.0% | 84.2%-64.2pp | 81.4%-61.4pp | 83.2%-63.2pp |
| Annual return | -0.13% | 31.28%-31.4pp | 26.14%-26.3pp | 282.23%-282.4pp |
| Employer contribution / active EE | $2,080 | $5,166-59.7% | $4,608-54.9% | $4,866-57.3% |
| Participant deferral / active EE | $3,600 | $6,423-44.0% | $6,026-40.3% | $5,351-32.7% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |